Tax Discovery Process
Do You Know The First Question To Ask A Prospect?
The vast majority of people today do not know what questions to ask their accountant when they go in to do their taxes each year.
Knowing the questions to ask and more importantly knowing how to use this problem as a powerful marketing and sales tool will dramatically increase your sales.
This concept can be used in any marketing piece: mailers, seminar invitations, advertising, newsletters, web sites, phone calls, referral requests, etc.
Motivating people to meet with you to review an income tax return and using the return in a face to face meeting as a discovery tool will bring in a steady stream of qualified prospects and identify where their assets are and more importantly why they should work with you to take control of their taxes going forward. Teach them to become proactive as historically they have been re-active with their taxes and felt that they had no control.
People want to be in control. They want lower taxes on income and social security, they want lower risk exposure and higher rates of return on their safe money. They don't want to pay taxes on phantom income from their mutual funds. They don't want to pay taxes on municipal bonds indirectly because their tax free interest is included in the social security taxation formula. A 15 minute review of their tax return can help them take control and become your client.
People are looking for a plan, not another product... piece of mind, not worry... control over their taxes, not misinformed loss of control to the IRS, as well as, less risk and fees and not another get rich in the market dream.
The Tax Discovery Process can help separate you from competitors quickly and motivate people to meet with you and engage you to solve their problems.
What's included?